The Process
A simple, transparent process from your first call to your check in hand.
Here's exactly what happens when you work with Shepard. No surprises, no jargon, no chasing us for updates.
Step 1 — Free Claim Check
You share a few basic details: the name on the property record, the property address, and an approximate date of the foreclosure or tax sale. That's it — no payment information, no commitment.
We use that information to pull public court and county records and confirm whether a surplus fund exists in your name. If it does, we tell you. If it doesn't, we tell you that too — and you owe us nothing.
Step 2 — Agreement and Authorization
If we find a claim in your name, we walk you through the likely recovery amount, what our fee will be (clearly stated in writing), the timeline, what documents we'll need, and any state-specific rules that apply.
You review and sign a simple agreement. We also have you sign a limited authorization that lets us file paperwork and communicate with the relevant offices on your behalf.
Step 3 — Filing and Follow-Through
This is where the actual work happens — and where the wrong firm can let your claim sit for months. We don't. We prepare and file every required document, track every deadline, respond to every information request, and follow up persistently. You don't have to chase anyone.
We send you status updates throughout, so you always know where things stand.
Step 4 — You Get Paid
When the funds are released, our contingency fee is deducted from the recovery as outlined in your agreement. The remainder goes to you, sent the way you prefer (check, wire, ACH).
That's the only point at which any money changes hands between us and you. If at any point along the way the recovery falls through and no funds are released, you owe us nothing.
Ready to start? It's free to find out.
A claim check takes just a few minutes. If we find money in your name, we'll explain everything before you commit to anything.